OMBA Moderate Risk Global Allocation Fund Class B GBP DisRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2021 | 2022 | 2023 | 31/08 | |||||
Price Return | 5.05 | -3.90 | 6.88 | 1.59 | ||||
+/- Category | -3.25 | -0.56 | 2.77 | -2.79 | ||||
+/- Category Index | -3.47 | -1.35 | -0.51 | -4.13 | ||||
% Rank in Category | 81 | 56 | 20 | 89 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.50 | 0.40 | 0.27 |
1 Week | -0.25 | -0.12 | -0.41 |
1 Month | -0.31 | -0.82 | -0.90 |
3 Months | -1.95 | -0.85 | -1.46 |
6 Months | -1.19 | -1.35 | -1.89 |
YTD | 1.18 | -3.16 | -4.32 |
1 Year | 5.72 | -1.63 | -3.17 |
3 Years Annualised | 2.00 | -0.67 | -2.22 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.90 | 0.26 | - | - |
2023 | 2.02 | -0.08 | 0.39 | 4.43 |
2022 | -1.54 | -2.50 | 1.28 | -1.16 |
2021 | -0.11 | 3.38 | -0.04 | 1.77 |
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